Managers of Wealth Americas

Bryn Mawr Trust seeks to go where robo can't

There’s a lot more complexity to serving family and intergenerational wealth.”

SunTrust Foundation Awards $2.7 Million in Grants to Winners of the 2019 Lighting the Way Awards

Every one of these nonprofits has created impactful programs to support specific needs of their communities, and it is a privilege to recognize their efforts

Berkshire Hathaway eyes Global yen bond offering

The mandate announcement for the potential deal surprised bankers away, who questioned whether the bonds would draw strong investor demand and also why Berkshire needs yen, as most of its assets are believed to be in the US.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.41%

Accredited announces two new program underwriting partnerships

Accredited Europe has also extended its program underwriting partnership with First Underwriting Limited

WM Partners Selects Artivest Platform

We are proud that the Artivest Open Network serves as a gateway to financial advisors

Goldman Files for Six Bond ETFs as Its Retail Force Expands

Even before the United Capital deal, the private wealth unit that is part of the GSAM division attracted $17 billion of net “long-term fee-based” customer assets in 2017

U.S. equities, fixed income give boost to public plans

Public defined benefit plans in the Wilshire Trust Universe Comparison Service posted a similar median return of 6.62% for the year ended June 30.

Pioneer wonders about future with perspective of the past

Richard M. Ennis discusses how investing has changed and what he sees coming up

Canada Life to take over £2bn annuities

Canada Life’s acquisition of Retirement Advantage was reported to have added more than 30,000 pension and equity release customers to the company

SS&C GlobeOp Hedge Fund Performance Index at 0.42 per cent in July

The SS&C GlobeOp Hedge Fund Performance Index is an asset-weighted, independent monthly window on hedge fund performance.

Credit Suisse Asset Management invests in Solve Advisors

The resulting data is used by its buy-side, sell-side, accounting and valuation firm clients for price discovery, trade idea generation and to streamline analysis.

British and Canadian growth funds team up for first time to invest in Vancouver-based tech company

The two private-sector funds aim to invest long-term, taking minority ownership stakes in small and medium-sized companies looking to grow larger.

CIT to Acquire Mutual of Omaha Bank

Mutual of Omaha Bank has a talented and dedicated team that built a successful, vibrant institution.

Stifel to Acquire George K. Baum & Company

Terms of the transaction were not disclosed and it is expected to close in the fourth quarter of 2019.

Median Total Master Trust Return Continues Positive Performance

For the second consecutive quarter endowments underperformed other plan types; due to having the largest allocation to alternatives.

Bridgewater’s Ray Dalio backs China despite trade war escalation

I believe China is a competitor of the United States or Chinese businesses are competitors of American businesses

FinecoBank Adds More Options with Inclusion of Canadian Stocks

Last week, the bank added the Chinese Yuan to its multicurrency offer. The week before was the launch of the Euro Direct Debit feature for UK customers.

Majority of Both Parents, Students Wish They Spent More Time Planning for College Costs

“As tuition bills are sent out to families with children attending college this fall, it is important that they look at all of their options to fill any funding gaps,” said Coughlin.

U.S. Employers Shifting Toward Variable Compensation and Customized Benefits

Additionally, more than one out of four (26 percent) employers indicated higher healthcare costs

Alternative Investments